Good Morning,
Attached is the most recent Guide to the Markets provided by JP Morgan.
Category: External Insights
Overview of 2017 Tax Cut and Jobs Act
JP Morgan has published a very good bulletin summarizing the effects of the tax cut recently passed in Washington, which is attached. This article does a good job digesting the many changes and their effects on the economy.
Electric Kool-Aid – The disruption of clean energy
Fascinating presentation (about an hour) from Tony Seba about the upcoming transformation to electric cars, solar and electric storage.
Bitcoin podcast
Here are 3 podcast from The Investor’s Field Guide hosted by Patrick O’Shaughnessy who does a great job researching and publishing this podcast. These podcasts are a great way to understand the many changes blockchain technology will bring. Continue reading “Bitcoin podcast”
Monthly Market Monitor – September 2017
Good Afternoon,
MONTHLY MARKET MONITOR OCTOBER 2017
Attached is the updated Monthly Market Monitor put together by Eaton Vance. Below are two slides that I found useful.
JP Morgan Guide to the Markets
Attached is the Q4 Guide to the Markets from JP Morgan. Below I have pulled out two useful charts that point to the benefits of investing in and maintaining a diversified portfolio. Continue reading “JP Morgan Guide to the Markets”
Global Macro – earnings rally
An interesting slide deals with the continuing global equity rally. While there is merited concern about equity valuations, it is important to note that much of the run-up has been backed by earnings growth dating back to the end of 2015. We are now in the most synchronous global economic recovery since the financial crisis. Continue reading “Global Macro – earnings rally”